HOCR: B2C CRM that closes loops
Manage accounts, track sales, and e‑sign—end‑to‑end. Launch fast. Operate cleanly. Extend with call center, billing, self‑serve portal, CreditKit automation, and AI‑based QA.
Outcomes You Can Expect
Operate at scale, close deals faster, stay compliant.
Operate at scale
Skills, queues, and routing built to handle hundreds of agents.
Close deals faster
Unified pipeline, e‑sign, and payments shorten time‑to‑revenue.
Stay compliant
Role‑based access, tracked disclosures, and repeatable workflows.
Know your numbers
Dashboards and KPIs to measure performance and revenue.
Core Platform
Accounts, sales, documents, and reporting — built in.
Agreements & E‑Sign
Generate PDFs from templates, e‑sign, and track status with event history.
Unified Pipeline
Capture leads, convert to accounts, manage sales, and automate onboarding.
Compliance First
Role‑based access, tracked disclosures, and consistent processes to stay audit‑ready.
Analytics & KPIs
Dashboards and performance metrics to track growth and revenue.
Add‑On Modules
Enable modules per account as you grow.
Call Center
Twilio Flex integration for queues, routing, recordings, and agent productivity.
Billing & Payments
Chargebee subscriptions or direct card gateways with retries, refunds, and sync.
Self‑Serve Portal
Client dashboard to manage profile, documents, credit reports, and billing.
CreditKit
Automate credit repair: pull reports, flag derogatories, and generate dispute letters.
AI QA
Configurable call quality workflows powered by LLMs or built‑in rules.
Built for Call Centers
Scale sales and customer service with Twilio Flex.
- Native queues, skills, and routing
- Screen-pops, click‑to‑call, and wrap‑ups
- Live dashboards, recordings, and QA workflows
- Bring your own Flex and phone numbers
Twilio Flex
Manage accounts, track sales, and e‑sign—end‑to‑end. Launch fast. Operate cleanly. Extend with call center, billing, self‑serve portal, CreditKit automation, and AI‑based QA.
Chargebee + Card Gateways
Billing & Payments
Collect recurring revenue with Chargebee or direct card gateways.
- Chargebee subscriptions or card gateways (Authorize.Net, NMI)
- Automatic retries and dunning with smart scheduling
- Self‑serve payment links and saved cards
- Refunds, credits, and Chargebee sync
Self‑Serve Portal
Give clients a branded dashboard to track progress, manage billing, and view credit reports.
- Branded dashboard with per‑client access
- Update personal info and upload docs
- View credit scores and 3‑bureau reports
- Pay invoices and manage payment methods
Self‑Serve Portal
Give clients a branded dashboard to track progress, manage billing, and view credit reports.
CreditKit
Automate credit repair workflows end to end.
CreditKit
Automate credit repair workflows end to end.
- Automatically pull credit reports
- Identify and mark derogatory items
- Generate dispute letters
- Send letters via certified mail
AI Quality Assurance
Automate call reviews with configurable workflows powered by LLMs.
- Define custom QA workflows with pass/fail checks
- Use OpenAI or built‑in rules for evaluations
- Automatically score transcripts and flag risks
- See results alongside accounts and pipeline
AI Quality Assurance
Automate call reviews with configurable workflows powered by LLMs.
How It Works
Connect Flex
Plug in your Twilio Flex and phone numbers. Keep what already works.
Configure pipeline + templates
Define sales stages, agreements, and payment settings.
Launch and iterate
Go live in days and refine with dashboards and QA.
Contact Sales
Tell us about your team and what you need.